+29.2%
ABNB vs CI
+57.0%
-27.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.5% | -4.3% | -2.1% |
| 7D | +11.9% | +2.6% | +9.3% | +11.6% |
| 30D | +12.7% | +7.3% | +5.3% | +11.7% |
| 3M | +1.2% | +9.5% | -8.3% | +0.1% |
| 6M | +32.1% | +6.4% | +25.7% | +30.8% |
| YTD | +37.7% | +12.0% | +25.7% | +35.5% |
| 1Y | +55.5% | +20.1% | +35.4% | +51.8% |
| 3Y | +58.2% | +9.6% | +48.6% | +52.7% |
| 5Y | -2.8% | +52.7% | -55.5% | -11.5% |
| All | +29.2% | +57.0% | -27.8% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling